2017-11-29T00:00:00-0500

2017-11-29T00:00:00-0500

Pennsylvania Institutional Investor Forum Philadelphia, PA | November 29, 2017 Request Agenda


The 3rd Annual Pennsylvania Institutional Investor Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise.

The program’s agenda will cover smart beta, pension fund management, private equity allocation trends, real assets, fund operational issues, global equity market landscape, hedge fund allocation trends, asset recovery, securities litigation, distressed cycle and credit market navigation, interest rates and the credit cycle, real assets and non-traditional asset classes, fiduciary responsibility,and fraud protection. The forum is specially designed to bring together 100+staff members, investment officers, board members, trustees, and the institutional community representing Pennsylvania.

CPAs can receive CPE credits towards their continuing education obligations.

FEATURED SPEAKER

Catherine Ulozas, Chief Investment Officer, Drexel University Endowment

An investment professional for over 30 years, Catherine Ulozas has managed investment funds for an endowment, insurance companies, the largest US thrift and a State Pension Fund. Coming to Drexel in March of 2010, Catherine has repositioned the portfolio assets into a more stable structure and has increased value by over 20%. Working closely with the Investment Committee and other finance staff, she improved the manager selection process, reduced fees and streamlined operations. Catherine was named a Rising Star of Endowment Management by Endowment and Foundation Magazine in 2012. Catherine holds an MBA in International Business from George Washington University.


GOLD SPONSORS

WHY SPONSOR

Key Discussion Topics

Style Investing the Smart Way
Actively combining risk premiums to achieve stable out-performance.

Major Forces and Trends in 2016
As we enter into a new calendar year, what are some of the big issues that will likely see continuations from the previous periods?

Practical Steps Towards ESG Integration
How can environment, social and governance (ESG), as well as manager diversity, considerations be woven into the portfolio construction process?

Investing in Today's Global Equity Markets
Amid the dynamic nature of global equity markets, where can opportunities be found today, and what are the challenges facing plan sponsors?

SPONSORSHIP ONLY

Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.

VENUE


Le Méridien Philadelphia
1421 Arch St
Philadelphia, PA
United States 19102
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF SALES, US INSTITUTIONAL GROUP

Kim Griffiths

Head of US Institutional Sales

+1 646-416-6214

Kim.Griffiths@marketsgroup.org

PROGRAM MANAGER

Georgia Quinones

Program Manager

+1 347-708-1528​

Georgia.Quinones@marketsgroup.org

RELATIONSHIP MANAGER

William Coba

Relationship Manager

+1 917-551-5728

William.Coba@marketsgroup.org